SourcingSourcing

CLARIS ADVISORS, LLC

C39
CRD 117734·SEC 801-66993·ST. LOUIS, MO
AUM
$911.1M
$500M-$1B
Est. Revenue
$9.1M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLARIS ADVISORS, LLC
CRD
117734
SEC file #
801-66993
EIN
431837323
DBA names
—

Economics

AUM
$911.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$303.8M → $911.1M▲ +200%
Client mix
Individuals Other182
Individuals High Net Worth140
Pension Profit Sharing Plans9

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
claris-advisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROYER, STANLEY, DEAN
Top Owner Pct
2.5
Top Owner Entity Kind
I
Owner Count
41
Control Persons
ROYER, STANLEY, DEAN
SCHULTE, ROBERT, CLIFTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CLARIS-ADVISORS.COM
Rdap Domain Creation Date
2011-03-08T22:54:33Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001905092
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-01-28
Edgar Last Filing Date
2026-04-10
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-10
Accession0001905092-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1667
Soi Zip Pct 200k Plus
0.05
Soi Zip Returns 200k Plus
90
Soi Zip Total AGI
147,065
Fdic Zip Total Deposits
285,764,817,000
Fdic Zip Branch Count
276
Fdic Zip Top Banks
U.S. Bank National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
800 MARKET STREETSUITE 500ST. LOUIS, MO 63101-2501
Business
800 MARKET STREETSUITE 500ST. LOUIS, MO 63101-2501
Edgar EIN
431837323
Edgar Recent Filings
13F-HR2026-04-10 · 0001905092-26-000002
13F-HR2026-01-16 · 0001905092-26-000001
Fdic Zip Branches Raw
Cass Bank & Trust CompanySt. Louis, MO
Commerce Bank, National AssociationSt. Louis, MO
Fdic Zip HHI
4209.94
Fdic Zip Top Bank Share Pct
49.95
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-08T22:54:33Z
Rdap Domain Last Changed
2023-05-12T00:22:37Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI7,893
Returns610
Stub 2
AGI17,686
Returns470
Stub 3
AGI15,888
Returns260
Soi Zip Total Business Income
4,130
Soi Zip Total Cap Gains
5,666
Soi Zip Total Dividends
7,994
Soi Zip Total Returns
1800
Top Owner CRD
2575040
Trust Company Affiliate
No

People (43)

43
ROYER, STANLEY, DEAN
IAR · Executive Officer · 2.5%
2575040
IVERSON, SCOTT
IAR · Executive Officer · 2.5%
4787992
SCHULTE, ROBERT, CLIFTON
Executive Officer · 2.5%
4487300
BARNARD, DEREK, ALAN
Executive Officer · 2.5%
2367575
BERGER, ROBERT, LEE
Executive Officer · 2.5%
6751364
CAMPBELL, CRAIG, RICHARD
Executive Officer · 2.5%
3200713
DEE, JEANNE, MARIE
Executive Officer · 2.5%
7504881
DEIEN, JULIA, ANN
Executive Officer · 2.5%
7877829
EVANS, MICHAEL, JOHN
Executive Officer · 2.5%
4487303
FINKLANG, DAVID, MATTHEW
Executive Officer · 2.5%
7504888
GALL, CHAD, RYAN
Executive Officer · 2.5%
7504890
GOTWAY, JASON, NORMAN
Executive Officer · 2.5%
7877830
GRUNDEN, JODY, ALLEN
Executive Officer · 2.5%
4334785
HALE, GABRIEL, ADAM
Executive Officer · 2.5%
5897016
HARTLEY, DAVID, ELWYN
Executive Officer · 2.5%
7504892
HELM, THOMAS, STEPHEN
Executive Officer · 2.5%
7504893
HIBLOVIC, JULIE, KATHERINE
Executive Officer · 2.5%
6445637
HINSEN, MARK, GURVIS
Executive Officer · 2.5%
6029452
JONES, STEPHANIE, HALLER
Executive Officer · 2.5%
8041148
KANIECKI, BRENT, JOSEPH
Executive Officer · 2.5%
7707173
LUCKETT, LUKE, AUSTIN
Executive Officer · 2.5%
7707177
MADDOX, JANE, MARIE
Executive Officer · 2.5%
7877415
MADISON, ROBERT, CHRISTOPHER
Executive Officer · 2.5%
7510356
MARTY, JUSTIN, PATRICK
Executive Officer · 2.5%
7707179
MCCLURE, BRENT, ERVIN
Executive Officer · 2.5%
7504904
MCCOOK, BRIAN, MICHAEL
Executive Officer · 2.5%
6173133
MEYER, JEANNE, LOUISE
Executive Officer · 2.5%
7504903
MINKLER, ROBERT, JEROME
Executive Officer · 2.5%
5314187
MUDD, DANIEL, WILLIAM
Executive Officer · 2.5%
6173345
MUELLER, DOUGLAS, DEAN
Executive Officer · 2.5%
5236824
PREST, ADAM, STEVEN
Executive Officer · 2.5%
7504908
PREST, ERIN, ELIZABETH
Executive Officer · 2.5%
7504910
SANCHEZ, LESLIE, MARIE
Executive Officer · 2.5%
7707185
SCHINDLER, DANIEL, KALIN
Executive Officer · 2.5%
7504912
SCOTT, JOHN, CHARLES
Executive Officer · 2.5%
5314199
SIDES, JENNIFER, MARIE
Executive Officer · 2.5%
8041150
STAFFORD, MICHAEL, ROBERT
Executive Officer · 2.5%
7504914
STONNER, NATHAN, PAUL
Executive Officer · 2.5%
7707190
STUMPE, BRADLEY, ROBERT
Executive Officer · 2.5%
7504916
SUMMERS, KEVIN, PATRICK
Executive Officer · 2.5%
6752778
WAITIKITUS, JONATHAN, KYLE
Executive Officer · 2.5%
7504920
CHRISTOPHER PAUL BETTONVILLE
IAR
6493828
Andrew Joseph Merkle
IAR
7614972